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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Lynn Watson is a financial advisor with Wells Fargo Clearing Services, LLC. Cynthia is a registered representative in Florida and Texas, and has been in the financial industry since 2009. Cynthia holds the Series 66, Series 7 and SIE licenses. She specializes in providing investment consulting services to institutional clients, and has experience working with a variety of clients, including individuals, corporations, and high-net-worth individuals. Cynthia is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
08/19/2022 - Present
Wells Fargo Clearing Services, LLC (GAINESVILLE FL)
FL
12/15/2015 - 04/25/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GAINESVILLE FL)
FL
05/16/2013 - 11/24/2014
BBVA SECURITIES INC. (GAINESVILLE FL)
FL
09/28/2011 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (GAINESVILLE FL)
FL
09/05/2005 - 05/19/2011
SUNTRUST INVESTMENT SERVICES, INC. (NEWBERRY FL)
BOTH
Issued 02/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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